Overview:
This article describes the different steps in order to make
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Document Viewer available in SuperOffice CRM
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How to:
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.
Intended Audience
This article is intended for persons who are administrator for Document Viewer
Prerequisites
The following prerequisites are required before you follow the steps below.
- A (demo) subscription of Document Viewer. To sign up, go to https://documentviewer.infobridgeuniverse.com
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- and click on the Sign
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- -Up button.
- A SuperOffice CRM login name with administrator rights
How to:
- Log into your SuperOffice
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- CRM environment
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- Log into
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- You will see the main screen
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- . Click on the link ‘Start here to enhance your SuperOffice experience’
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- . This will activate the wizard which will guide you through the steps to activate Document Viewer
Wizard to create the Document Viewer panel
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- The first step
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- shows the panel location,
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- which is the Side Panel in Superoffice
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- Click next to see a summary of the settings. Click Save And Publish to activate the Document Viewer panel in SuperOffice CRM.
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Enjoy the use of
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Document Viewer.